StockDriftsStockDriftsTop 48 Schwerin Boyle Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATH B | 13.07% | 213.1K | $106.6M | -1.09%(-2.34K) | $92.85(+439.95%) | 2026-06-30 | |
| GOOG | ALPHABET, INC | 6.4% | 147.7K | $52.2M | -3.09%(-4.71K) | $55.23(+520.40%) | 2026-06-30 | |
| WFC | WELLS FARGO | 6.23% | 615.3K | $50.8M | -5.24%(-33.99K) | $36.12(+147.67%) | 2026-06-30 | |
| AXP | AMER EXPRESS | 5.78% | 139.5K | $47.2M | -2.70%(-3.88K) | $26.01(+1206.47%) | 2026-06-30 | |
| META | META PLATFORMS | 5.33% | 77.2K | $43.5M | -1.49%(-1.17K) | $194.00(+199.12%) | 2026-06-30 | |
| JPM | JP MORGAN CHASE | 4.41% | 109.9K | $36.0M | -1.52%(-1.70K) | $45.75(+697.25%) | 2026-06-30 | |
| SPXC | SPX TECH. INC. | 3.54% | 118.0K | $28.9M | -1.66%(-2.00K) | $33.70(+545.82%) | 2026-06-30 | |
| AYI | ACUITY INC. | 3.36% | 72.7K | $27.4M | -1.86%(-1.38K) | $166.69(+115.02%) | 2026-06-30 | |
| ST | SENSATA TECH | 3.27% | 559.0K | $26.7M | -4.88%(-28.65K) | $31.94(+44.72%) | 2026-06-30 | |
| MA | MASTERCARD INC | 3.07% | 48.8K | $25.1M | -1.41%(-700) | $22.13(+2461.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.23% | +45.17% | +7.48% | +43.40% |
| Top 20 Holdings Unweighted | +10.56% | +35.14% | +5.72% | +32.07% |
Schwerin Boyle Capital Management INC reports $815.97M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (13.1%), GOOG (6.4%) and WFC (6.2%). The top 20 holdings account for 73.71% of reported assets. Its disclosed equity book has returned +45.17% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Schwerin Boyle Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 937522). View Schwerin Boyle Capital Management INC’s 13F filings on SEC